Amit Lodha
'Technology' capex: a virtuous or vicious cycle?
Amit asks the question is tech innovation driving higher ROICs, or is it innovation for innovation’s sake?
Checks and balances
When looking for potential problems in a company, the first place to look is the balance sheet says Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund.
Dig a little deeper
Ten years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However valuations are only half the story.
How does an active investor capitalise on these changing times?
Our belief is that companies exist within an ecosystem, and understanding that ecosystem gives us the best chance of making accurate judgement around its future earnings trajectory. However, with the fast pace of technological disruption changing the ecosystem in every industry, the work of a long-term investor has become more difficult.
Facebook: It's always been a matter of trust
Fidelity’s Amit Lodha’s fears around Facebook have come to fruition but what will that mean for THE social media platform of our time and are there other big picture issues for global tech companies that investors should be mindful of?
Trade wars - Difficult to call
Some things change: some stay the same
What Peter Lynch taught me about Facebook
From the desk of Amit Lodha: Mr Market's memo
2018 outlook: Global equities
